Articles for Financial Advisors

Enter Paychex’s Advisor Console, which is designed as a “service enabler,” providing tools that allow the advisor to more efficiently service clients, according to Ken Burtnick, the company’s senior manager of product management.

Advisors may think the hardest part of the business is landing the client. However, sometimes the real work comes in building the advisor-client relationship and ensuring that needs are met -- and anticipated.

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